Verdicts & Settlements
Case Name | Topic | Role | Published |
---|---|---|---|
Daniel L. Cohen, Daniel L. Cohen 1980 Irrevocable Trust v. Fidelity Brokerage Services LLC Merrill Lynch, Pierce, Fenner & Smith Inc., National Financial Services LLC | Securities | Respondent | Sep. 13, 2014 |
Joe D. Roberts IRA, Barbara J. Roberts, Joe D. Roberts v. Fidelity Brokerage Services LLC, David Cari Ursem, Wells Fargo Advisors, LLC | Taxation | Respondent | Jul. 7, 2012 |
Case Name | Topic | Role | Published |
---|---|---|---|
Daniel L. Cohen, Daniel L. Cohen 1980 Irrevocable Trust v. Fidelity Brokerage Services LLC Merrill Lynch, Pierce, Fenner & Smith Inc., National Financial Services LLC | Securities | Respondent | Sep. 13, 2014 |
Joe D. Roberts IRA, Barbara J. Roberts, Joe D. Roberts v. Fidelity Brokerage Services LLC, David Cari Ursem, Wells Fargo Advisors, LLC | Taxation | Respondent | Jul. 7, 2012 |